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audit → build → deploy

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Finance and data

Run Your Finance Team in Slack

For CFOs and controllers at $5M to $500M companies: run your month-end close, AP, and FP&A inside Slack with Claude Tag, 24/7, in place of a controller seat or BlackLine. Pick the seats you need for free, and it keeps the close moving after you stop typing.

Have us build it — and hand you the keysor set it up yourself ↓

Rent it forever, or own it once.

For CFOs and controllers at $5M to $500M companies: run your month-end close, AP, and FP&A inside Slack with Claude Tag, 24/7, in place of a controller seat or BlackLine

Path A

Set it up yourself

The setup prompt and 7 task prompts are below — free. The cost is your time, and the risk of wiring it wrong on live data.

Jump to the prompts ↓
Path B

We wire it into your business

We would stand up the full team inside your own Claude account: each seat wired to your ledger, AP, and bank sources, the rubrics tuned to your chart of accounts and your close calendar, the reviewer gate set as a standing gate so nothing posts to the GL unverified, and the team running in your Slack on a schedule. A true on-prem or VPC deployment if your data cannot leave your perimeter. Done with you, then handed over so you own it. The seats run in your tenant, never ours.

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Step 1

Paste this setup prompt — Claude installs it for you

Easy mode · paste this into Claude

Claude installs it for you, step by step.

Never used Claude before? It is free to start. Open it in a new tab, copy the prompt, paste it in. It asks one question, then walks you through everything.

  1. Step 1
    Open claude.ai ↗

    Sign up free. No card. Takes 30 seconds.

  2. Step 2

    One click. Lands on your clipboard.

  3. Step 3
    Paste + send

    Claude asks what you need + guides you the rest of the way.

Open claude.ai ↗
▸Tune the prompt for your level (optional)
▸Preview the prompt (you do not need to read it)
I want to set up the Build Your Own Hire finance team so it runs inside Claude Tag in Slack, on my own books, not just as a chat demo. Walk me through it one step at a time, do not skip ahead. Treat me like a CFO or controller who has never installed a Claude skill or used Claude Tag, and define every term once.

This is NOT a coding install for the main path. There is nothing to compile. The seats run in Slack: I @mention Claude in a channel like a coworker and the seat does the work, 24/7, after I stop typing. There is also an optional install path for the one technical person on the team.

First, the one thing I need to know from you: ask me ONLY this in your first message, then wait.

"Has your workspace admin already turned on Claude Tag in Slack (the @Claude teammate, in beta for Team and Enterprise), or should we start in a private Claude Project for now and move to Slack once it is on?"

Then branch:

## Path A (RECOMMENDED) — Claude Tag in Slack, the 24/7 teammate
This is the always-on version. You @mention Claude in the channel and the seat works after you stop typing.

Walk me through ONE step at a time, waiting for me to confirm each:

1. **Confirm the plan.** Claude Tag is in beta for Claude Team and Enterprise, with full migration on 3 Aug 2026. If my admin has enabled the Slack integration, I will see Claude in my Slack. If not, tell me to ask my admin to turn it on, and we use Path B today.
2. **Make a channel per seat, or one finance channel.** For example a private channel named "month-close". A channel is just a Slack room. The seat reads what is posted or uploaded there.
3. **Drop in only what that seat reads.** Upload the trial balance for the Controller, the invoices for the AP Clerk, the bank file for the Staff Accountant. Read only. Your data stays in your own Claude tenant. Nothing is uploaded to consultance.ai, stored by us, or seen by us.
4. **Paste the seat card and tag it.** From the resource page below, copy a seat card (start with 01 Controller). Paste it into the thread and @mention Claude. The first time, ask it to run the preflight at the bottom of the card before anything else.
5. **Let it run while you sleep.** Tag the close at the end of the day. Claude Tag keeps working after you stop typing and posts the result back in the channel. No waiting on business hours.
6. **Turn on the gate.** Build 06 the Reviewer Gate. Before you act on any seat's output, tag the Reviewer Gate in the thread with the draft and the source. It re-derives every number and blocks anything it cannot tie back.

## Path B — a private Claude Project per seat (works today, no Slack needed)
Use this if Claude Tag is not on yet, or you want to test a seat first.

1. **Pin Opus 4.8** and create a private **Project** named for the seat. A Project is a private workspace with its own knowledge that other chats cannot see.
2. **Upload only what that seat reads**, read only, same as above. Data stays in your tenant.
3. **Paste the seat card** from the resource page as the Project instructions. Run the preflight first.
4. Move the same card into Slack later when Claude Tag is on. Same seat, same card.

## Path C (OPTIONAL, full team) — install the seats as skills
For the one technical person who wants the seats to run by name and on a schedule.

1. **Download the kit:** https://consultance.ai/library/downloads/claude-tag-finance-team-skills.zip . Unzip it. Inside are the seven seat folders, each a SKILL.md.
2. **Install them.** Web or desktop Claude: Settings then Capabilities then Skills then Upload, pick each seat folder, confirm it appears in the skills list. This is not a Terminal install, you will not touch code. Claude Code path: make ~/.claude/skills and copy the seven folders in, then type / to confirm they are listed.
3. **Run a seat by name**, for example /controller, on the data you point it at. Each seat self-grades and stops if it cannot pass its own rubric.
4. **Wire the gate.** Test reviewer-gate on a draft with one number deliberately wrong and one unsourced claim. It must catch both before you rely on it.

## First-session drill (do this once, it is the whole pitch)
1. Install or paste ONE seat first: 01 Controller. Give it last month's closed trial balance and this month's subledger exports.
2. Ask it to run the close. Good output: every subledger tied to the GL, or the gap named in dollars, every accrual citing its support, a clear done / open / blocked checklist.
3. Now turn on 06 the Reviewer Gate. Feed it the Controller's draft plus the source, but change one number in the draft by hand first. Watch the gate catch it and send it back. That single moment, it blocked the wrong number, is why this is safe to run while you sleep.
4. Only after that win, bring in the other seats: AP Clerk, Staff Accountant, FP and A, Reporting Controller.

## Rules for walking me through this
- One step at a time. Define every term once: Slack channel, Claude Tag, @mention, Project, knowledge, skill, SKILL.md, frontmatter, trial balance, subledger, accrual, ASSUMPTION, reviewer gate.
- Do NOT tell me a step is "not possible." If Claude Tag is not on yet, use Path B today. If a skill will not upload, check the folder has a SKILL.md with a name and a description.
- Never paste live financial data into a public Claude window outside a Project or a private Slack channel. Use your own tenant controls.
- A named human signs anything that posts to the GL or leaves the finance function. The seats draft, the reviewer gate checks, a person owns the call. This is not accounting, audit, or investment advice.

First message: ask me only the Claude Tag question above, then start step 1.
Step 2

Step 1 installed it. Now run these 7 prompts on your own data.

the vault

The 7 prompts

Tap a prompt to jump to it. Hit copy. Replace the tokens. Paste into Claude Opus 4.7.

Free access

Unlock the complete library.

Enter your name and email to open every setup prompt and the full vault. No spam. No blasting. Always free.

One email when a new build ships. Unsubscribe anytime.

where it breaks

Before you connect live data

  • • Run dummy data first. Real client data is not a test bed.
  • • API keys never go in a public repo. Use env vars and a secrets manager.
  • • Add logging, access control, monitoring, and a rollback path before launch.
  • • Read the license. Forking a repo without checking is how lawsuits start.
license note

Credit the original author

Card and skill set authored by consultance.ai; built to run in your own Claude account with no third-party plugin or wrapper dependency. Claude Tag is Anthropic's Slack teammate, in beta for Team and Enterprise at time of writing; BlackLine is referenced as the incumbent being replaced, no affiliation implied. Your ledger and bank data stays in your own tenant; we never see it. The seats do the analyst work and tie out the numbers; a named human signs anything that posts to the GL or leaves the finance function. Not accounting, audit, or investment advice.

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Want this running in your business, not just your laptop? We build it and hand you the keys.

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Want this wired into your stack instead of running it yourself? That is our AI business consulting service.

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Setup guide →
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Personal AI Trading Desk

For people who run their own book and pay 1% a year for a quarterly second opinion: 10 prompts that turn your own Claude into a bull, bear, and risk desk that argues before you trade, with a backtest guard. Paper and read only.

Setup guide →
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in one line

What is Run Your Finance Team in Slack?

Run Your Finance Team in Slack is a finance and data build in the consultance.ai AI Build Library. For CFOs and controllers at $5M to $500M companies: run your month-end close, AP, and FP&A inside Slack with Claude Tag, 24/7, in place of a controller seat or BlackLine. Pick the seats you need for free, and it keeps the close moving after you stop typing. It fits controllers, CFOs, and finance leads at companies from $5M to $500M who pay for a controller seat and close software like BlackLine and want the month close run in Slack, around the clock, without waiting on anyone's hours. Setup difficulty is Medium, with 4 plain-English steps.

What does Run Your Finance Team in Slack do?

For CFOs and controllers at $5M to $500M companies: run your month-end close, AP, and FP&A inside Slack with Claude Tag, 24/7, in place of a controller seat or BlackLine. Pick the seats you need for free, and it keeps the close moving after you stop typing.

Who is Run Your Finance Team in Slack for?

It fits controllers, CFOs, and finance leads at companies from $5M to $500M who pay for a controller seat and close software like BlackLine and want the month close run in Slack, around the clock, without waiting on anyone's hours.

How hard is Run Your Finance Team in Slack to set up?

Medium to set up — 4 plain-English steps on the resource page.

How would consultance.ai build this out?

We would stand up the full team inside your own Claude account: each seat wired to your ledger, AP, and bank sources, the rubrics tuned to your chart of accounts and your close calendar, the reviewer gate set as a standing gate so nothing posts to the GL unverified, and the team running in your Slack on a schedule. A true on-prem or VPC deployment if your data cannot leave your perimeter. Done with you, then handed over so you own it. The seats run in your tenant, never ours.

What are the licensing terms?

Card and skill set authored by consultance.ai; built to run in your own Claude account with no third-party plugin or wrapper dependency. Claude Tag is Anthropic's Slack teammate, in beta for Team and Enterprise at time of writing; BlackLine is referenced as the incumbent being replaced, no affiliation implied. Your ledger and bank data stays in your own tenant; we never see it. The seats do the analyst work and tie out the numbers; a named human signs anything that posts to the GL or leaves the finance function. Not accounting, audit, or investment advice.

Want this built into your workflow?

Run Your Finance Team in Slack is the starting point. On a free AI audit we map where it fits your stack and what consultance.ai would build around it.

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